Latest Institutional Purchases of Ishares Esg Advanced Msci Usa (USXF)
This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Usa (USXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
219+ 6.38% |
$9.1K - $10.5K
|
3.65K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184New |
$7.65K - $8.79K
|
184
$9.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.16K - $4.78K
|
100
$5.19K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78+ 4.4% |
$3.24K - $3.73K
|
1.85K
$96K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.45% |
$2.74K - $3.15K
|
1.98K
$103K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$1.87K - $2.15K
|
45
$2.34K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 5.77% |
$1.87K - $2.15K
|
825
$42.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$1.37K - $1.58K
|
33
$1.71K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 3.69% |
$623 - $717
|
422
$21.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 16.05% |
$540 - $621
|
94
$4.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$41.6 - $47.8
|
225
$11.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$41.6 - $47.8
|
185
$9.6K
|
|
| Q1 2024 | |||||||
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
77.5KNew |
$3.01M - $3.51M
|
77.5K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
60.9KNew |
$2.36M - $2.75M
|
60.9K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 90.29% |
$851K - $992K
|
46.2K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.6K+ 28.98% |
$373K - $434K
|
42.7K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.34KNew |
$323K - $377K
|
8.34K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.43K+ 39.79% |
$250K - $291K
|
22.6K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.57K+ 68.36% |
$216K - $252K
|
13.7K
$711K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.79K+ 12.01% |
$108K - $126K
|
26K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.35K+ 4.06% |
$91.1K - $106K
|
60.1K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
562New |
$21.8K - $25.4K
|
562
$29.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
488+ 1.01% |
$18.9K - $22.1K
|
48.6K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
94+ 6.76% |
$3.65K - $4.25K
|
1.49K
$77.1K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$282K - $338K
|
8.47K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92KNew |
$97.1K - $117K
|
2.92K
$152K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.55KNew |
$84.9K - $102K
|
2.55K
$132K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
526New |
$17.5K - $21K
|
526
$27.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
301New |
$10K - $12K
|
301
$15.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
135+ 10.11% |
$4.49K - $5.39K
|
1.47K
$76.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
58+ 0.79% |
$1.93K - $2.31K
|
7.39K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$1.76K - $2.11K
|
53
$2.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20New |
$665 - $798
|
20
$1.04K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.3KNew |
$216K - $235K
|
6.3K
$327K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
221+ 2.57% |
$7.59K - $8.25K
|
8.83K
$458K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82New |
$2.82K - $3.06K
|
82
$4.25K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.58KNew |
$245K - $273K
|
7.58K
$393K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.02KNew |
$227K - $253K
|
7.02K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
570New |
$18.4K - $20.5K
|
570
$29.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
150+ 11.27% |
$4.85K - $5.39K
|
1.48K
$76.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27KNew |
$821K - $910K
|
27K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.8KNew |
$813K - $902K
|
26.8K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$351K - $390K
|
11.6K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
855+ 58.76% |
$26K - $28.8K
|
2.31K
$120K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
758New |
$23K - $25.5K
|
758
$39.3K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
110New |
$3.34K - $3.71K
|
110
$5.71K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$196K - $229K
|
7.07K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.4K+ 27.72% |
$122K - $143K
|
20.3K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$49.8K - $58.3K
|
1.8K
$93.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
180New |
$4.99K - $5.84K
|
180
$9.34K
|
|